FYI | May 13 2016
By Rudi Filapek-Vandyck, Editor FNArena
I like to question the ruling logic that goads the herd, or at the very least stimulate independent thinking. There's a big difference between playing market momentum as a short term trader and trying to figure out what the best asset purchases are for longer term investing.
Since 2012 I maintain my own feed of quotes, comments, responses and market insights via Twitter. Not everyone is on Twitter, which explains the requests to make my Twitter items also available through the newsfeed on the FNArena website.
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.
Investors can follow me on Twitter via @filapek
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– Morgan Stanley concludes Domino's Pizza (DMP) poised to beat consensus expectations. Lits price target to $80.Overweight #ausbiz #investing
– CLSA strategists and tech team in agreement: time to turn defensive on US #equities. ASX200 likely to remain range-bound #ausbiz #investing
– Be careful out there. It's Friday the 13th… #ausbiz #investing #stocks
– CIBC strategists summarise it best: all that is certain for US investors right now is uncertainty. #equities need topline growth #ausbiz
– CommBank has delayed forecast for the FOMC’s next monetary policy tightening from June to December 2016 #ausbiz #investing #stocks
– Citi also believes risks have turned towards more RBA rate cuts (more than 1) #ausbiz #investing
– From abyss to bull market conditions: #equities rally seems be running into valuation constraints http://bit.ly/1XkCUm6 #ausbiz #stocks
– Stockbroker Morgans on Ansell (ANN): "continue to remain cautious on the name and believe risk remain to the downside" #ausbiz #stocks
– The Australian mkt is rising for the 5th day, is trading at a 9-month high and takes the gains in the 2016 calendar year to 2.1% #ausbiz
– Credit Suisse strategists have removed Macquarie Group (MQG) from their Top Picks Australia list #ausbiz #investing #stocks
– Morgan Stanley suggests "Sell in May" this year applies to #commodities #ausbiz #investing #stocks
– Enough underperformance for Woodside Petroleum (WPL), says Goldman Sachs. Upgrade to Buy, Target $32.05 #ausbiz #investing #stocks
– Trading Idea from Morgan Stanley: Vicinity Centres' (VCX) share price to fall over next 60 days following recent appreciation #ausbiz
– A persistent Citi has now nominated Mantra (MTR) as its Sell Idea for May #ausbiz #investing #stocks
– Bell Potter likes TechnologyOne (TNE), but not its valuation. Downgrade to Sell. Price target $4.75 #ausbiz #investing #stocks
– Deutsche Bank strategists in Australia: Mixed earnings news, but we're more worried about valuations #ausbiz #equities #investing
– What Happens To 'Hold-N-Hope' Portfolios When An Economy Struggles To Expand? http://seekingalpha.com/article/3973798-happens-hold-n-hope-portfolios-economy-struggles-expand?source=feed_f … $FXY $UUP $TLT $SPY
– Deutsche Bank has done the hard research yakka into lithium's outlook. Upgrades Mineral Resources, Orocobre to Buy #ausbiz #investing
– Bell Potter finds "quality stock" Altium (ALU) too expensively priced. Downgrade to Sell, price target $6.00 #ausbiz #investing #stocks
– Moelis thinks iSentia (ISD) might benefit from Federal elections this year. Upgrade to Buy, $4.04 price target #ausbiz #investing #stocks
– This infographic shows the explosion of bankruptcies in the energy industry http://read.bi/1T7B30F
– Citi strategists observe PE ratios Australia are starting to look quite full, while earnings risk remains to the downside #ausbiz #stocks
– Orica $ORI shares down 3.9%% 1H NPAT -33% to $149 mln on pcp. Scraps progressive div policy 1H div 20.5 cps from 40 cps #ausbiz
– Citi finds AREITs are too richly valued; issues 5 downgrades for CQR, DXS, MGR, SCP & VCX #ausbiz #investing #stocks
– Understand the RBA's shift & message, opines Macquarie: more rate cuts to come #ausbiz #investing #stocks
– ALBERT EDWARDS: The global economy is like the Titanic and it is about to sink 'below the icy waves'
You can add my regular Tweets on Twitter via @filapek
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